11:59AM EDT - NVIDIA's datacenter business is booming thanks to neural networking advances and Pascal products, so that will be a big focus

11:59AM EDT - NVIDIA's datacenter business is booming thanks to neural networking advances and Pascal products, so that will be a big focus

12:00PM EDT - NVIDIA and Jen-Hsun will want to continue to grow that business, and that means providing more hardware and more tools (and more training) for developers

12:00PM EDT - On the hardware side, we *may* see something about their forthcoming Volta architecture

12:01PM EDT - As a reminder, NVIDIA is scheduled to deliver Volta cards to Oak Ridge National Laboratory this year as part of their recent US supercomputer contract win. So this would be the time to talk Volta

12:01PM EDT - It's also the most reasonable explanation for why NVIDIA delayed the show from March of this year to May

@DanNeelyQ4 is for this ridiculous chip not anything else.However, this is on a mature process, 12nm is just the latest version for 16nm so there is no reason to go for high ASP cards first where you can afford lower yields. Nvidia clearly has Volta ready and they will release consumer GPUs at any time they see fit, likely sooner than this 815mm2 chip.If Vega puts any pressure on Pascal, we get Volta fats, if not, Nvidia needs to boost revenues for the holidays so they'll do 1-2 SKUs this year and more next year.Reply

This is not a consumer card and its timing has little to do with consumer parts. AMD got absolutely obliterated today, Intel too for that matter.

Now Volta vs Vega Instinct, just the new instruction in Volta puts Nvidia at least a generation ahead of AMD. The difference in timing is negligible, especially when you consider the adoption of the software platform for the 2 vendors.Vega would have ramped slow in deep learning but now has the Volta wall in front of it.

In consumer, Vega likely arrives as just Vega 10 at first and you can bet Nvidia has a couple of SKUs ready to go in Q3. Vega had zero positive leaks so far and it's unlikely that it can match Pascal in utilization (gaming perf per FLOPS). Aside from that there is power, GV100 has 43% more cores than GP100 at what appears to be similar clocks and TDP. There is a small gain from process but that's a huge efficiency gain.

This is really the first time Nvidia got serious about deep learning and showed thier hand, how they push forward.AMD needs to learn to execute and be more aggressive, they could also use better timing in when to adopt a new technology- in general, could be a new instruction or a new type of memory and so on as AMD tends to go in to early and it costs them.Intel needs a good leader and must be an outsider that hasn't been sheltered by the x86 monopoly.Reply